Latest Institutional Transactions on Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 Value E (SPYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 19.11% |
$62.9K - $66.7K
|
7.52K
$422K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
6.8KNew |
$354K - $376K
|
6.8K
$382K
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-11.4K- 10.84% |
$594K - $631K
|
93.8K
$5.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
BUY
|
- |
4.9KNew |
$255K - $271K
|
4.9K
$275K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.49K+ 4.21% |
$234K - $248K
|
111K
$6.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
47.1KNew |
$2.46M - $2.61M
|
47.1K
$2.65M
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
3.62KNew |
$189K - $200K
|
3.62K
$203K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-12.1K- 3.0% |
$629K - $668K
|
391K
$22M
|
|
|
Oct 28, 2025
Q3 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-2.06K- 19.82% |
$107K - $114K
|
8.33K
$468K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.77K- 7.05% |
$509K - $541K
|
129K
$7.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16.7K+ 28.07% |
$870K - $923K
|
76.1K
$4.28M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
28.9K+ 2.1% |
$1.5M - $1.6M
|
1.4M
$78.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-168K- 21.1% |
$8.73M - $9.27M
|
626K
$35.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
166New |
$8.65K - $9.18K
|
166
$9.32K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.47K- 1.57% |
$129K - $137K
|
155K
$8.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-6.3K- 42.43% |
$328K - $348K
|
8.54K
$480K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
68+ 0.55% |
$3.54K - $3.76K
|
12.4K
$696K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
23+ 0.32% |
$1.2K - $1.27K
|
7.15K
$402K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.57K+ 23.95% |
$342K - $364K
|
34K
$1.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-438- 16.83% |
$22.8K - $24.2K
|
2.16K
$122K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.1K+ 12.78% |
$1.21M - $1.28M
|
204K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.87K- 2.85% |
$514K - $546K
|
336K
$18.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.96K- 0.16% |
$102K - $108K
|
1.19M
$67.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-2.81K- 9.2% |
$146K - $155K
|
27.7K
$1.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-230- 2.9% |
$12K - $12.7K
|
7.7K
$433K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57+ 1.0% |
$2.97K - $3.15K
|
5.77K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.48K+ 2.89% |
$76.9K - $81.6K
|
52.5K
$2.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.3K- 7.07% |
$67.5K - $71.7K
|
17K
$957K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-803- 2.0% |
$41.9K - $44.4K
|
39.4K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 3.57% |
$156 - $166
|
87
$4.89K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12.9K+ 5.57% |
$674K - $715K
|
245K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
61.2K+ 2.96% |
$3.19M - $3.39M
|
2.13M
$119M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.91K+ 0.69% |
$152K - $161K
|
427K
$24M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-6.35K- 2.84% |
$331K - $351K
|
217K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
17.4K+ 3.71% |
$908K - $964K
|
487K
$27.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-35.2K- 1.99% |
$1.83M - $1.95M
|
1.74M
$97.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1K- 5.33% |
$52.1K - $55.3K
|
17.8K
$997K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.94K- 27.37% |
$101K - $107K
|
5.15K
$289K
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-2.22K- 0.29% |
$116K - $123K
|
768K
$43.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
36+ 0.24% |
$1.88K - $1.99K
|
15.3K
$858K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
12.8K+ 3.31% |
$668K - $709K
|
400K
$22.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
799New |
$41.6K - $44.2K
|
799
$44.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
1.08K+ 2.07% |
$56.3K - $59.8K
|
53.2K
$2.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.48% |
$52.1 - $55.3
|
211
$11.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.35K+ 343.53% |
$174K - $185K
|
4.32K
$243K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-38.3K- 24.26% |
$2M - $2.12M
|
120K
$6.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.1K+ 6.49% |
$162K - $172K
|
50.9K
$2.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
3.31K+ 6.44% |
$172K - $183K
|
54.6K
$3.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$521 - $553
|
36.9K
$2.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-848- 0.24% |
$44.2K - $46.9K
|
354K
$19.9M
|
|